Company - Retirement - Page 2

Managing a Decline in Income During Retirement: Our Solutions for Dealing with It

Managing a Decline in Income During Retirement: Our Solutions for Dealing with It

Dec. 31, 2024

With a foreseeable decline in income upon retirement, it is essential to start planning now to maintain your standard of living. According to CNCEF Patrimoi...

Retirement Pensions: Key Milestones for 2025

Retirement Pensions: Key Milestones for 2025

Dec. 31, 2024

As 2024 draws to a close—a year marked by intense political activity—2025 promises to be a crucial year for French retirees, with several adjustments...

Life Insurance and PER Regulations Are Tightening: Better Protection for Savers in 2026

Life Insurance and PER Regulations Are Tightening: Better Protection for Savers in 2026

Dec. 10, 2024

Effective January 1, 2026, new rules will take effect to further regulate the marketing of life insurance policies and plans...

Retirement: What the French Can Teach Us, According to the Observatoire de l'Épargne.

Retirement: What the French Can Teach Us, According to the Observatoire de l'Épargne.

Dec. 3, 2024

The French and their retirement: a topic that causes concern but is often misunderstood. According to the Savings Observatory published by Garance in partnership with...

The Retirement Savings Plan in the Face of Tax Challenges

The Retirement Savings Plan in the Face of Tax Challenges

Nov. 19, 2024

The Retirement Savings Plan (PER), often used as part of a life insurance policy, offers attractive tax benefits, particularly with regard to the transfer of...

The outlook for the retirement savings plan (PER) is clouding over a bit more

The outlook for the retirement savings plan (PER) is clouding over a bit more

Nov. 12, 2024

On November 7, the Court of Auditors issued a report recommending that the scope of the tax benefit associated with the PER be narrowed, in particular by revising the po...

Retirement: Why Don't Executives Buy Back More Quarters?

Retirement: Why Don't Executives Buy Back More Quarters?

Nov. 12, 2024

Although executives can buy back up to twelve quarters of graduate study, the high cost of doing so makes this option unattractive. More...

The True Cost of a Potential Repeal of the Pension Reform

The True Cost of a Potential Repeal of the Pension Reform

October 29, 2024

Repealing the pension reform could have significant financial repercussions for the pension system. According to estimates, the d...

Our Tips for Choosing a Retirement Savings Plan (PER)

Our Tips for Choosing a Retirement Savings Plan (PER)

October 29, 2024

The Retirement Savings Plan (PER) has become an essential tool for retirement planning, thanks to its flexibility and tax benefits. However...

Pensions: Income Tax Reform to Promote Equality

Pensions: Income Tax Reform to Promote Equality

October 29, 2024

Against the backdrop of a tight budget, the Council on Compulsory Levies (CPO) has recommended strengthening tax equality among French citizens with regard to income tax...

Investing in Bare Ownership: Retirement Through Real Estate Capitalization

Investing in Bare Ownership: Retirement Through Real Estate Capitalization

October 22, 2024

Among the options available today for saving for retirement through a capital accumulation plan, investing in bare ownership offers an opportunity ...

Retirement Savings: The Key Role of Voluntary Savings

Retirement Savings: The Key Role of Voluntary Savings

October 22, 2024

UBS's recent International Pension Gap Index study compares the pension systems of 25 markets based on the voluntary savings contributions required of...

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One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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